When you need to make a change to a policy, you will need to make sure that you are on the policy screen -

This is where you make policy changes. Click on the three lines in the box on the far right side of the page -

Select Mid-term Adjustment

This will then take you into Risk Capture where you can make any changes required.

This screen the same screens for proposals & renewals. This is where you will add (+ Create) another risk. The next screen will ask for values then you will go through the risk questions, then confirm the claims experience.

On "4. Adjustment" is where the amounts will go for the changes made (rate and any fees applicable) and a summary of what has been changed.

Once this has been filled in, press Continue

This will take you to section 5. Documents which will be a "Mid-Term Adjustment" letter with a summary of what has been added to the policy and the amount of premium due (or a credit).

Then click on

This will then take you back to the Policy screen with a couple of outstanding tasks to do -

Issue the documents (which will take you to an email with the MTA documents attached) or click - Mark as Done.

The next task is creating the invoice. The invoice creation page will come up showing which policy the MTA is related to, the description and a copy of the Invoice.

In the middle of the bottom of the screen is "Invoice Selected" which you need to click -

The next task will be to issue the invoice -

Again, this can be issued as an email or it can be "Marked as Done"

There will be an internal note added to the timeline that is a summary of what has been done.

***If you get interrupted and have to go back to the client screen, you will be reminded that you still have to finish of the MTA